Defined Benefit (Pension) · DOL Form 5500 · 2023

Pathfinder Bank Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
41
Participants Small participant base
71st
Percentile by assets National rank
$442,408
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Pathfinder Bank · Sponsored by Pathfinder Bank · New York · Finance & Insurance

$18M in assets, 41 participants

Pathfinder Bank's The Retirement Plan of Pathfinder Bank reported $18M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,049 in Finance & Insurance (8,869 peers)

2023 asset change

The Retirement Plan of Pathfinder Bank grew at a solid clip 13.7% in 2023 ($16M → $18M) for 41 participants.

#5,049
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

The Retirement Plan of Pathfinder Bank's outsized position by total assets

The Retirement Plan of Pathfinder Bank vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,138,720 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Retirement Plan of Pathfinder Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan of Pathfinder Bank is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan of Pathfinder Bank reported net income rose from $500K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Retirement Plan of Pathfinder Bank end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Retirement Plan of Pathfinder Bank reported participants fell from 43 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150408130 · Pathfinder Bank PY 2023 · Defined Benefit (Pension)

The Retirement Plan of Pathfinder Bank · $18M · 41 · 71st

  • SCH $18M
  • SCH 41
  • SCH 71st
  • SCH Defined Benefit (Pension)
  • SCH near Csc Outsourcing Inc Hourly Pension Plan
  • SCH ind #5049

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

The Retirement Plan of Pathfinder Bank in the asset neighbourhood

Masonic Charity Foundation Retirement Income PlanMasonic Charity Foundation R…$18MThe Retirement Plan of Pathfinder BankThe Retirement Plan of Pathf…$18MCsc Outsourcing Inc Hourly Pension PlanCsc Outsourcing Inc Hourly P…$18MUnited Heritage Credit Union Defined Benefit Plan and TrustUnited Heritage Credit Union…$18MPainters Local No. 109 Pension FundPainters Local No. 109 Pensi…$18M
End-of-year total assets ($M) among The Retirement Plan of Pathfinder Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pathfinder Bank years around the 2023 move

Sponsor-wide plan assets over time

All Pathfinder Bank plans reported in each filing year

Latest sponsor-wide plan assets
$45M 8.41449980074544% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $41.8M $45.3M ▲ +8.4%
Year Plans Participants Total Assets
2022 3 331 $42M
2023 3 363 $44M
2024 3 436 $45M

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN150408130
Plan Effective Date1948-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan of Pathfinder Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan of Pathfinder Bank, Total assets ($B): 0.01813872 · Participants: 41The Retirement Plan of Pathfinder BankIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Retirement Plan of Pathfinder Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Pathfinder Bank side-by-side with 3 peers →

The Retirement Plan of Pathfinder Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Csc Outsourcing Inc Hourly Pension Plan in VA ($18M); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (41 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Retirement Plan of Pathfinder Bank assets move in 2023? ▼
The Retirement Plan of Pathfinder Bank grew at a solid clip - up 13.7% during 2023, from $16M to $18M. Reported net income was $2M.
How have Pathfinder Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathfinder Bank's sponsor-wide assets grew 8.4%, from $42M to $45M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of Pathfinder Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Csc Outsourcing Inc Hourly Pension Plan in VA ($18M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Pathfinder Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (41 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150408130.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.